Jackson, Grant Investment Advisers, Inc. Incresed Positions in Q2 2025

Jackson, Grant Investment Advisers, Inc.

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
39
+ 0.42%
$26.33 - $28.94 $1.03K - $1.13K
9.22K $266K
DVY
Ishares Tr

ETFs
496
+ 1.23%
$118.37 - $134.86 $58.7K - $66.9K
40.9K $5.44M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
6
+ 0.42%
$103.88 - $123.68 $623 - $742
1.42K $175K
NEM
Newmont Corp

Basic Materials
2
+ 0.34%
$44.18 - $59.46 $88.4 - $119
585 $34K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.14%
$73.7 - $90.98 $73.7 - $91
719 $65K
RY
Royal Bank Of Canada

Financial Services
2
+ 0.67%
$108.36 - $131.55 $217 - $263
299 $39K
MDT
Medtronic PLC

Healthcare
110
+ 7.6%
$80.68 - $88.86 $8.87K - $9.77K
1.56K $135K
PPG
Ppg Industries Inc

Basic Materials
6
+ 0.66%
$91.66 - $115.04 $550 - $690
911 $103K
ICE
Intercontinental Exchange, Inc.

Financial Services
15
+ 12.71%
$151.62 - $183.47 $2.27K - $2.75K
133 $24K
IJS
Ishares S&P Smallcap 600 Value

ETFs
8
+ 0.43%
$83.54 - $100.04 $668 - $800
1.87K $185K
GD
General Dynamics Corp

Industrials
1
+ 0.55%
$247.68 - $291.66 $248 - $292
184 $53K
IWR
Ishares Russell Mid Cap ETF

ETFs
21
+ 26.58%
$74.88 - $91.97 $1.57K - $1.93K
100 $9K
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.5%
$158.36 - $178.82 $317 - $358
404 $71K
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.32%
$233.83 - $276.34 $468 - $553
621 $166K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4
+ 0.32%
$19.1 - $23.83 $76.4 - $95.3
1.26K $29K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.27%
$276.76 - $326.81 $554 - $654
749 $230K
BMO
Bank Of Montreal

Financial Services
1
+ 0.78%
$87.54 - $110.63 $87.5 - $111
130 $14K
SO
Southern CO

Utilities
16
+ 0.79%
$84.91 - $92.56 $1.36K - $1.48K
2.05K $188K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 3.03%
$131.84 - $157.76 $132 - $158
34 $5K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2
+ 0.34%
$35.35 - $42.68 $70.7 - $85.4
596 $25K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.17%
$335.24 - $380.78 $670 - $762
1.16K $426K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1
+ 0.82%
$65.84 - $80.81 $65.8 - $80.8
123 $9K
O
Realty Income Corp

Real Estate
3
+ 1.02%
$52.27 - $58.52 $157 - $176
296 $17K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3
+ 0.48%
$66.87 - $79.47 $201 - $238
627 $49K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 1.77%
$72.96 - $90.39 $146 - $181
115 $10K
TRP
Tc Energy Corp

Energy
5
+ 1.32%
$44.48 - $51.4 $222 - $257
384 $18K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 1.06%
$41.37 - $53.28 $41.4 - $53.3
95 $4K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7
+ 0.94%
$24.32 - $27.87 $170 - $195
755 $20K
EFV
Msci Eafe Value ETF

ETFs
1
+ 4.76%
$52.4 - $64.65 $52.4 - $64.7
22 $1K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1
+ 0.53%
$18.94 - $21.67 $18.9 - $21.7
190 $4K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.09%
$96.91 - $113.0 $96.9 - $113
1.11K $122K
WM
Waste Management Inc

Industrials
1
+ 0.24%
$216.47 - $242.1 $216 - $242
422 $96K
MDLZ
Mondelez International, Inc.

Consumer Defensive
6
+ 0.45%
$63.54 - $68.5 $381 - $411
1.33K $89K
MO
Altria Group, Inc.

Consumer Defensive
40
+ 1.53%
$55.56 - $60.91 $2.22K - $2.44K
2.66K $155K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
2
+ 0.06%
$58.95 - $66.19 $118 - $132
3.46K $224K
UNP
Union Pacific Corp

Industrials
3
+ 0.59%
$208.27 - $238.46 $625 - $715
509 $117K
OTIS
Otis Worldwide Corp

Industrials
2
+ 0.4%
$90.88 - $104.3 $182 - $209
504 $49K
USRT
Ishares Core U.S. Reit ETF

ETFs
5
+ 0.13%
$50.37 - $57.97 $252 - $290
4K $226K
CMCSA
Comcast Corp

Communication Services
12
+ 0.32%
$32.84 - $36.72 $394 - $441
3.81K $136K
ALL
Allstate Corp

Financial Services
4
+ 0.48%
$180.53 - $212.64 $722 - $851
835 $168K
VZ
Verizon Communications Inc

Communication Services
19
+ 0.63%
$41.67 - $45.62 $792 - $867
3.06K $132K
PFE
Pfizer Inc

Healthcare
54
+ 0.55%
$21.59 - $24.84 $1.17K - $1.34K
9.93K $240K
DLB
Dolby Laboratories, Inc.

Industrials
8
+ 0.43%
$69.36 - $81.21 $555 - $650
1.85K $137K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.44%
$212.1 - $244.27 $424 - $489
461 $100K
AEP
American Electric Power CO Inc

Utilities
11
+ 0.42%
$98.59 - $109.11 $1.08K - $1.2K
2.62K $271K
ED
Consolidated Edison Inc

Utilities
7
+ 0.49%
$98.05 - $113.3 $686 - $793
1.44K $144K
KO
Coca Cola CO

Consumer Defensive
45
+ 0.21%
$68.37 - $73.9 $3.08K - $3.33K
22K $1.55M
CL
Colgate Palmolive CO

Consumer Defensive
19
+ 0.31%
$87.57 - $96.0 $1.66K - $1.82K
6.24K $567K
KMB
Kimberly Clark Corp

Consumer Defensive
11
+ 0.66%
$126.84 - $145.22 $1.4K - $1.6K
1.69K $217K
Activity Summary
Buys All Purchases 119 New Holdings 7 Increased Positions 112 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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